Global Capital Markets Client Services Pro II

Wilmington Trust; Chicago (IL); Vor Ort; USD 34.000 - 57.000; Vollzeit

Zusammenfassung

Wilmington Trust in Chicago, IL seeks a detail-oriented professional to assist with global capital markets trust or entity administration for high-net-worth clients. You will support account representatives, manage client inquiries, and ensure accurate processing of transactions, account openings, and discretionary distributions.

The role emphasizes excellent customer service, strong communication, and adherence to risk and regulatory standards.

Qualifikationen

• Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact
• Strong focus on customer service and satisfaction
• Strong verbal and written communication skills

Aufgaben

• Oversee client relationships, making appropriate recommendations for routine internal business activities.
• Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies.
• Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience.
• Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
• Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally.
• Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support of team members.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Kenntnisse

Customer service

Verbal communication

Written communication

Teamwork

Analytical ability

Relationship building

Ausbildung

Bachelor’s degree in Finance, Business, Economics or Accounting

CCTS certification

Tools

Finance software

Jobbeschreibung

Wilmington Trust in Chicago, IL seeks a detail-oriented professional to assist with global capital markets trust or entity administration for high-net-worth clients. You will support account representatives, manage client inquiries, and ensure accurate processing of transactions, account openings, and discretionary distributions.

The role emphasizes excellent customer service, strong communication, and adherence to risk and regulatory standards.